What type of investor am I?
Written by Stewart Na
Updated over a week ago

In this article, you'll learn about the differences between Retail vs Wholesale/Sophisticated Investor

First and foremost, all shares purchased through Equitise are fully owned ordinary shares. Specific information on the rights associated with your shares will vary depending on the firm. Before investing, make sure you read the Offer Document and the Company Constitution, and if you're still unsure, get expert counsel.

Retail Investors

Most of the population! A retail investor is any Australian or NZ resident who is 18 years or older. You can invest as little as you want, or as much (up to the value of $10,000 per company per year in Australia).

Wholesale/Sophisticated Investors

Anyone around the world who meets their country's accredited investor requirements. For instance, to invest over $10,000 in an Australian Equity Crowdfund, you must:

  • Be a professional investor with an AFSL, Investing > $500,000 or Fund Manager; OR

  • Be anyone who has earned over $250,000 for the past two years or has more than $2.5 million in net assets.

    These investors are able to access a wider range of opportunities with no investment limits. You can learn more about being a wholesale/sophisticated investor by clicking below.

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